KWM

Kingsview Wealth Management Portfolio holdings

AUM $6.94B
1-Year Est. Return 16.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.94B
AUM Growth
+$392M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,342
New
Increased
Reduced
Closed

Top Buys

1
+$47.6M
2
+$47.4M
3
+$46.6M
4
AAPL icon
Apple
AAPL
+$44.9M
5
MPRO icon
Monarch ProCap Index ETF
MPRO
+$17M

Top Sells

1
+$53.1M
2
+$41.2M
3
+$30.8M
4
META icon
Meta Platforms (Facebook)
META
+$30.6M
5
DG icon
Dollar General
DG
+$12.7M

Sector Composition

1 Technology 12.21%
2 Financials 5.66%
3 Consumer Discretionary 5.19%
4 Industrials 3.9%
5 Healthcare 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VEU icon
276
Vanguard FTSE All-World ex-US ETF
VEU
$57.8B
$5.01M 0.07%
68,091
+492
IWY icon
277
iShares Russell Top 200 Growth ETF
IWY
$15.6B
$4.97M 0.07%
17,947
+911
FIXD icon
278
First Trust Smith Opportunistic Fixed Income ETF
FIXD
$3.46B
$4.94M 0.07%
111,556
+1,699
QQQI icon
279
NEOS Nasdaq 100 High Income ETF
QQQI
$8.9B
$4.94M 0.07%
91,783
+26,290
SYK icon
280
Stryker
SYK
$142B
$4.94M 0.07%
14,055
+46
SPYI icon
281
NEOS S&P 500 High Income ETF
SPYI
$7.98B
$4.86M 0.07%
92,562
+35,123
KLAC icon
282
KLA
KLAC
$187B
$4.82M 0.07%
3,963
-300
IVW icon
283
iShares S&P 500 Growth ETF
IVW
$64.2B
$4.81M 0.07%
39,009
+4,899
APA icon
284
APA Corp
APA
$11.5B
$4.79M 0.07%
196,028
-12,259
AMLP icon
285
Alerian MLP ETF
AMLP
$12B
$4.77M 0.07%
101,524
-23,098
LRGF icon
286
iShares US Equity Factor ETF
LRGF
$3.07B
$4.77M 0.07%
68,695
-1,256
YALL icon
287
God Bless America ETF
YALL
$102M
$4.77M 0.07%
110,215
+49,045
MCK icon
288
McKesson
MCK
$114B
$4.76M 0.07%
5,805
+2,527
VV icon
289
Vanguard Large-Cap ETF
VV
$47.1B
$4.75M 0.07%
15,104
+943
ONEY icon
290
State Street SPDR Russell 1000 Yield Focus ETF
ONEY
$841M
$4.72M 0.07%
41,602
+2,959
JPST icon
291
JPMorgan Ultra-Short Income ETF
JPST
$37.3B
$4.7M 0.07%
92,965
+2,744
IWM icon
292
iShares Russell 2000 ETF
IWM
$72.7B
$4.67M 0.07%
18,970
-2,094
OEF icon
293
iShares S&P 100 ETF
OEF
$28.5B
$4.63M 0.07%
13,495
+1,303
BA icon
294
Boeing
BA
$174B
$4.6M 0.07%
21,179
-39
DIS icon
295
Walt Disney
DIS
$181B
$4.55M 0.07%
39,976
-241
GS icon
296
Goldman Sachs
GS
$251B
$4.51M 0.07%
5,130
-370
HIG icon
297
Hartford Financial Services
HIG
$38.5B
$4.47M 0.06%
32,452
+53
HII icon
298
Huntington Ingalls Industries
HII
$16.5B
$4.47M 0.06%
+13,144
FPE icon
299
First Trust Preferred Securities and Income ETF
FPE
$6.46B
$4.46M 0.06%
244,634
+20,617
CGGR icon
300
Capital Group Growth ETF
CGGR
$20.3B
$4.45M 0.06%
100,017
+35,104
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